We are live on ! Find out more
GWX icon

State Street SPDR S&P International Small Cap ETF

212 hedge funds and large institutions have $476M invested in State Street SPDR S&P International Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0.48% more ownership

Funds ownership: 69.47%69.95% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $483M → $476M (-$6.8M)

4% less funds holding

Funds holding: 221212 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

92% less call options, than puts

Call options by funds: $35K | Put options by funds: $430K

Holders
212
Holders Change
-9
Holders Change %
-4.07%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
80
Reduced
76
Closed
24
Calls
$35K
Puts
$430K
Net Calls
-$395K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.37M +$855K +27,602 +159%
AWA
52
Arete Wealth Advisors
Illinois
$1.37M -$7.68K -248 -0.5%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.24M +$333K +10,750 +36%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.24M +$333K +10,750 +36%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.22M -$136K -4,387 -10%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$30.8K +996 +3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.19M +$28K +904 +2%
UWM
58
USAdvisors Wealth Management
Minnesota
$1.18M +$37.5K +1,211 +3%
MCCA
59
Mill Creek Capital Advisors
Pennsylvania
$1.16M
SFM
60
Signet Financial Management
New Jersey
$1.13M +$67.4K +2,177 +6%
M&T Bank
61
M&T Bank
New York
$1.13M -$88K -2,844 -7%
TC
62
Trilogy Capital
California
$1.13M +$734K +23,699 +194%
VA
63
Valmark Advisers
Ohio
$1.13M +$24.6K +795 +2%
RA
64
RFG Advisory
Alabama
$1.11M +$19.6K +634 +2%
HI
65
Harbour Investments
Wisconsin
$1.11M +$1.01M +32,529 +873%
ULWM
66
Upper Left Wealth Management
Florida
$1.09M -$7.21K -233 -0.6%
PA
67
Probity Advisors
Texas
$1.07M +$1.09M +35,099 New
MG
68
Mather Group
Illinois
$1.05M -$81.7K -2,640 -7%
AA
69
Alesco Advisors
New York
$1.04M -$1.86K -60 -0.2%
SMC
70
Smith, Moore & Co
Missouri
$1.03M -$6.07K -196 -0.6%
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$993K
MFS
72
McNamara Financial Services
Massachusetts
$993K +$152K +4,895 +18%
MWM
73
Mission Wealth Management
California
$977K -$77.6K -2,508 -7%
WC
74
Weil Company
California
$951K -$9.85K -318 -1%
AG
75
Ascent Group
Virginia
$903K -$93.8K -3,029 -9%

GWX Hedge Fund Activity: Q2 2023 in Review

212 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q2 2023, worth a combined $476M — down 1.4% from $483M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of GWX and 16 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Wilmington Savings Fund Society, opening a new position worth an estimated $7.42M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $14.2M.

  • 212 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $476M of State Street SPDR S&P International Small Cap ETF stock for Q2 2023, down 1.4% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q2 2023 and 24 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q2 2023 was Wilmington Savings Fund Society, an estimated $7.42M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.